HomeMy WebLinkAbout02-06-13NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU DF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION __
PO BOX 280601
HARRISBURG PA 17128-0601
RECO~tDED GFFlCE OF'
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JOSEPH D BUCKLEY ES~LE~K ~e~.•
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DEPARTMENT OF REVENUE
REV-1547 EX AFP [09-12)
DATE 02-04-2013
ESTATE OF KNISLEY RICHARD R
DATE OF DEATH 01-16-2009
FILE NUMBER 21 09-0103
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-05-2013
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE- -- ~ -R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KNISLEY RICHARD RFILE N0.:21 09-0103 ACN: 101 ____________
OR
DATE: 02-04-2013
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 310,900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4] .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 6,6 07.15
6. Jointly Owned Property (Schedule F) (6] 4,832.77
7. Transfers (Schedule G) C7) .0 0
8. Total Assets c8) 322,339.92
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 127 , 766.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) Clp) 6,38 2.45
11. Total Deductions (11) 134, 148.00
12. Net Value of Tax Return C12) 188, 192.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax 188
192
00
(14] ,
.
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate C15) .0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at lineal rate C16) 1 AA • 1 97 - ND X 045 = 8, 468.64
17. Amount of Line 14 at sibling rate C17) _n0 X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 8,468.64
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCDUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-08-2009 CD011843 .00 8,000.00
11-15-2012 CD016784 .DO 69.00
lnith;t5i 15 C:HAKGtD THROUGH 02-19-2013
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 8,069.00
BALANCE OF TAX DUE 399.64
INTEREST AND PEN. 53.17
TOTAL DUE 452.81
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR], YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
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